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Orion Porfolio Solutions, LLC: USMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Orion Porfolio Solutions, LLC on USMC, newest first. How the timeline and the estimate are built.

Orion Porfolio Solutions, LLC held 6,681 USMC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,681 shares
    Change vs previous 13F -36,591 shares

    <0.01% of the 13F portfolio, value $495,258.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,272 shares
    Change vs previous 13F -263,096 shares

    0.02% of the 13F portfolio, value $2,782,917.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 306,368 shares
    Change vs previous 13F +13,878 shares

    0.15% of the 13F portfolio, value $20,970,870.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 292,490 shares
    Change vs previous 13F +23,898 shares

    0.15% of the 13F portfolio, value $19,939,940.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 268,592 shares
    Change vs previous 13F +60,344 shares

    0.14% of the 13F portfolio, value $16,803,100.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 208,248 shares
    Change vs previous 13F +62,850 shares

    0.12% of the 13F portfolio, value $11,824,327.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 145,398 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $8,728,265.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).